Baugh & Associates, LLC

Baugh & Associates, LLC, established in 2004, is a fee-only financial planning and investment management firm. The firm, led by Larry J. Baugh and Derek H. Baugh, does not receive commissions and strictly acts in a fiduciary capacity. Clients maintain control of their assets, with the firm placing trades through a limited power of attorney. Baugh & Associates offers financial planning, investment management, and advice on various financial matters. The firm's investment strategy focuses on individual client goals, with portfolios primarily invested in stocks and fixed-income securities. Fees are based on a percentage of assets under management, with no minimum annual fee. Baugh & Associates uses Charles Schwab & Co, Inc. for brokerage and custodial services, receiving support services but not charging separately for custody. The firm does not vote proxies on behalf of clients and has no disciplinary information. Baugh & Associates' financial condition is sound, with no impairments affecting client commitments. Clients are encouraged to contact the firm for account reviews and consultations during normal business hours.